Australian software giant IRESS has launched in the UK by securing a long-term deal to provide front and back-office technology solutions to Sesame Bankhall Group.
James Hay Partnership's online SIPP now offers discretionary fund management (DFM) through Seven Investment Management (7IM).
LifeQuote has developed a decision in principle tool for the protection market to assist advisers with the process of placing difficult lives with insurers.
This week Mark Loosmore of AT8 Group spoke to Sesame Bankhall (SBG) about its different approach to automating training and competence (T&C) processes.
Some of provider Scottish Widows pension customers have been affected after a technical glitch hit its investment rebalancing system.
Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.
Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.
Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.
A financial adviser and a former banker have launched a financial planning tool which projects retirement incomes.
The insurance industry is being held back by poor data capture, substandard analysis and lack of integration between systems, Medicals Direct Group has said.